Pipeline intake
We take in the eligible estimates, homeowner context, and outreach rules from your current system.
HVAC estimate follow-up service
Human follow-up for HVAC replacement estimates that went quiet.
Your team quotes the job. We handle the next calls and emails, document every outcome, and bring interested homeowners back to the person who can close.
- Long Island-based callers
- Works with your current CRM
- Clear weekly scorecard
Every estimate has an owner
Human outreach. Clear disposition. Warm handoff.
Homeowner conversations100% human
Approved sequence5 touches
Accountability1 clear owner
One focused desk keeps quiet estimates moving while your team keeps today’s jobs running.
The work is already real
Your estimator finished the hard part. We keep the quote from going cold.
After the home visit and kitchen-table conversation, the next busy service day usually wins. We work the estimates your team meant to call back.
- Central AC and heat pump replacements
- Boilers, furnaces, and ductless systems
- Comfort upgrades with real decision time
Built to run beside your team
A complete follow-up function without another full-time hire.
No new platform for your team to learn. We work from the estimates you already have, document every outcome, and return the homeowners who are ready to talk.
Local homeowner outreachA real person makes the call, takes the note, and knows when to hand it back.
The next call gets made
A local representative works the approved call and email sequence in your company’s voice.
Sales-ready handoff
Interested homeowners go back to your owner, comfort advisor, or sales lead with clear context.
Visibility and coaching
Your weekly scorecard shows activity, objections, warm responses, and next steps.
One workflow across three trades
High-consideration work deserves a real follow-up owner.
HVAC is our primary focus. The same model fits larger plumbing and electrical proposals where the homeowner compares options, financing, timing, and contractors before deciding.
HVAC
System replacements, major repairs, ductwork, indoor air quality, and comfort upgrades.
Plumbing
Repipes, sewer and drain projects, tankless systems, excavation, and larger remodel scopes.
Electrical
Panels, service upgrades, generators, EV charging, rewires, and larger residential projects.
The qualification rule: not every trade or ticket needs recovery. Emergency and low-ticket work often closes immediately. We focus on proposals with enough value and decision time to benefit from professional human follow-up.
Best-fit contractor
Built for a specific kind of backlog.
This works best when you already have real estimate volume and good work, but follow-up is inconsistent.
Probably not a fit yet
Fewer than 15 unclosed estimates a month, jobs under $2,500, or no one available to take a warm handoff.
20+
Quiet estimates per monthEnough volume to find signal
$5k+
Average quoted projectEnough value to justify human follow-up
5–30
People on the teamBusy enough to need help, nimble enough to act
1
Closer ready for handoffsOwner, comfort advisor, or sales lead
Opportunity math
Model recovered contribution
Revenue from recovered work$12,000
Recovered contribution$3,000
Additional jobs1
Contribution means job revenue less direct fulfillment costs. Enter your own economics. This models opportunity value, not a result forecast or guarantee.
Know what recovery is worth
Measure contribution, not vanity revenue.
At a $12,000 job and 25% contribution margin, one recovered install contributes $3,000 before overhead. Your own numbers determine what a consistent recovery function is worth.
The useful question: how many additional sales conversations would make a dedicated recovery function valuable to your business? We model that with you during the demo.
Practical customer profiles
Where a recovery desk actually earns its keep.
These are qualification profiles, not invented customers or promised outcomes. The common pattern is meaningful proposal volume, enough job value to justify human work, and a closer ready to take the conversation back.
Residential HVACBest first fit
20–60
Replacement estimates each month
A 5–30-person service-and-replacement company with $7,500+ proposals. Comfort advisors stay focused on current appointments, so older quotes receive one or two attempts instead of a complete cadence.
Good fit whenNo one reliably owns the next five touches.
Project plumbingStrong expansion fit
$5K+
Quoted work with real decision time
Repipes, sewer projects, tankless systems, excavation, and larger remodel scopes. The office is busy dispatching urgent work while the owner or project lead handles every complex sales question.
Good fit whenThere are 15+ open proposals and a closer can respond the same day.
Residential electricalSelective fit
15+
Open upgrades worth revisiting
Panels, service upgrades, generators, EV charging, and rewires. Follow-up currently sits with the owner or lead electrician, and technical questions can be routed without asking the outreach desk to improvise.
RequiredA clean estimate list and a designated technical handoff.
Not a fit: emergency work that closes on the first call, low-ticket repairs, fewer than 15 relevant estimates per month, or a company with no one available to receive a warm handoff.
A focused alternative to another hire
Do you need another employee, or do you need the estimates followed up?
If you need someone to prospect, price work, run appointments, and close full-time, hire a salesperson. If your team already closes but follow-up keeps slipping, add the recovery function.
Hire a full-time salesperson
The right investment when you have enough work for someone to own the full sales cycle every day.
CommitmentSalary, payroll, recruiting, onboarding, and management
Best whenYou need prospecting, appointments, pricing, and closing in one role
RiskA larger fixed commitment before the new hire proves the fit
Add the recovery function
The focused option when your team can close, but recent unsold estimates are not consistently worked.
CommitmentA scoped monthly service instead of another employee
Best whenYou need consistent follow-up, clear notes, and warm handoffs
BoundaryYour team still owns pricing, technical questions, and the close
Smaller commitment. Narrower role. Faster to put to work. Estimate Owner is not a discounted salesperson. It is a focused way to solve the follow-up gap before that gap alone justifies another full-time seat.
The people behind the follow-up
Local sales instinct. Operator-built systems.
Homeowners speak with a person. The process around that conversation is designed to be disciplined, visible, and easy for a contractor to manage.
Founder · Systems & strategy
David Aharoni
David brings more than a decade in New York real estate, from licensed salesperson to broker and team lead. He managed three agents, earned a 4.9/5 client rating across 50+ reviews, and later built a rental marketplace serving renters and property partners. Estimate Owner applies that same mix of persistent follow-up, customer judgment, and measurable systems to contractor estimates.
Co-Founder · Homeowner outreach
Eli Reinheimer
A Long Island-based sales representative with practical experience in outbound calling and service businesses. Eli leads outreach with persistence, professionalism, and a focus on clear homeowner conversations.
Human where trust matters. Systems where consistency matters.
Simple systems support notes and reporting behind the scenes. We do not impersonate your staff, invent offers, or pressure people who opt out.
Questions owners ask
Clear before the first call.
Will homeowners know who is calling?
Yes. We introduce ourselves as calling on behalf of your company and use only contact data and messaging you have authorized.
What counts as a qualified appointment?
We define it together before launch. At minimum: the decision-maker agrees to a specific time, still has a relevant project, and actually attends the conversation.
Do you negotiate price or close the job?
Not unless you explicitly train and authorize us to do so. The default job is to understand what stalled, reopen interest, and get the right person back to your closer.
Why not hire a full-time salesperson?
Hire one when you need full-cycle selling every day. Estimate Owner is narrower: we consistently work recent unsold estimates and return interested homeowners to the person who already knows how to close your jobs.
Do you only work with HVAC companies?
HVAC is our primary focus, but the qualification is really about the estimate, not the trade. We also support high-ticket residential plumbing and electrical proposals such as repipes, sewer work, tankless systems, panels, generators, EV charging, and rewires. Routine emergency and low-ticket work is usually not a fit.
How quickly can the recovery desk start?
Once the eligible estimate list, outreach boundaries, and handoff owner are approved, the first sequence can begin without recruiting or onboarding another employee.
What exactly is guaranteed?
The work, not homeowner behavior. Every eligible estimate receives the agreed outreach sequence and a documented disposition. If we do not complete that sequence within 30 days, we continue at no charge until we do. Revenue cannot be guaranteed because list quality, pricing, market, and your closing process affect outcomes.
Get a personalized demo
Map your HVAC estimate follow-up process in 20 minutes.
Tell us what is sitting in the pipeline. We’ll map the outreach cadence, sales handoff, scorecard, and opportunity value around your operation.
20-minute working session · Built around your actual estimate volume